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Same-Day Financial Advisors in Richmond, CA
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As of July 2026, RatingsNearMe ranks 9 financial advisors in Richmond, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Financial Freedom Planners with a 5.0-star rating from 134 Google reviews and an RNM Score of 85/100. Also in the top tier: Tomren Wealth Management and Insight Wealth Strategies. The average rating across all listed financial advisors in Richmond is 5 stars from 23 reviews per business on average.
Financial advisors in Richmond typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Wealth Enhancement Group
Wealth Enhancement Group is listed first among the top-ranked financial advisors in Richmond, CA, indicating strong overall reputation and service quality.
Most Reviewed
Pacific Wealth Planning, Inc.
A high number of client reviews typically reflects broad experience and reliable customer feedback, helping consumers gauge satisfaction and trust.
Before choosing a financial advisor in Richmond, schedule consultations with a few firms from this list to compare their services, fee structures, and communication style. Always verify credentials and ask about their approach to your specific financial goals.
Local Market Snapshot
9
Businesses listed
5★
Avg rating
23
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients, maintaining a perfect 5.0-star rating on Google.
4801 Cox Rd Suite 201, Glen Allen, VA 23060, USABoasting a perfect 5.0-star rating from 35 glowing Google reviews.
Bishop Ranch 15, 12667 Alcosta Blvd Suite 355, San Ramon, CA 94583, USATrusted by clients with a perfect 5.0 rating from 23 Google reviews.
2603 Camino Ramon #350, San Ramon, CA 94583, USAFinancial Advisors Rankings in Richmond, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Financial Freedom Planners4801 Cox Rd Suite 201, Glen Allen, VA 23060, USA | 5.0★ | 134 |
| #2 | Tomren Wealth ManagementBishop Ranch 15, 12667 Alcosta Blvd Suite 355, San Ramon, CA 94583, USA | 5.0★ | 35 |
| #3 | Insight Wealth Strategies2603 Camino Ramon #350, San Ramon, CA 94583, USA | 5.0★ | 23 |
| #4 | Executive Wealth Strategies3201 Danville Blvd #170, Alamo, CA 94507, USA | 5.0★ | 4 |
| #5 | Wealth Enhancement Group6333 Potrero Ave Suite 200, El Cerrito, CA 94530, USA | 5.0★ | 3 |
| #6 | Pacific Wealth Planning, Inc.318 Diablo Rd Suite 150, Danville, CA 94526, USA | 5.0★ | 2 |
| #7 | LTC Financial Partners503 Commodore Dr, Richmond, CA 94804, USA | 5.0★ | 1 |
| #8 | Simple Life Financial216 San Carlos Ave, El Cerrito, CA 94530, USA | 5.0★ | 1 |
| #9 | Private Fiduciaries of California, Inc.32a Washington Ave, Point Richmond, CA 94801, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Richmond
Rated 5.0 stars from a small number of Google reviews.
3201 Danville Blvd #170, Alamo, CA 94507, USA
Earns a perfect 5.0-star rating from a few satisfied clients in Richmond.
6333 Potrero Ave Suite 200, El Cerrito, CA 94530, USA
Exceptional 5.0-star rating from multiple local client reviews in Richmond.
318 Diablo Rd Suite 150, Danville, CA 94526, USA
Boasting a flawless 5.0-star rating from customers.
503 Commodore Dr, Richmond, CA 94804, USA
Exceptional 5.0-star rating from a handful of Google reviews.
216 San Carlos Ave, El Cerrito, CA 94530, USA
Exceptional 5.0-star rating, based on a handful of local client reviews.
32a Washington Ave, Point Richmond, CA 94801, USA
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Financial Advisors in Richmond, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Financial Freedom Planners | 85/100 | 5.0 ★ | 134 |
| 2 | Tomren Wealth Management | 78/100 | 5.0 ★ | 35 |
| 3 | Insight Wealth Strategies | 76/100 | 5.0 ★ | 23 |
| 4 | Executive Wealth Strategies | 67/100 | 5.0 ★ | 4 |
| 5 | Wealth Enhancement Group | 66/100 | 5.0 ★ | 3 |
| 6 | Pacific Wealth Planning, Inc. | 64/100 | 5.0 ★ | 2 |
| 7 | LTC Financial Partners | 62/100 | 5.0 ★ | 1 |
| 8 | Simple Life Financial | 62/100 | 5.0 ★ | 1 |
| 9 | Private Fiduciaries of California, Inc. | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Richmond
What is a fiduciary financial advisor and why does it matter in Richmond?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Richmond, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Richmond?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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